ProNvest helps grow your wealth management practice from your retirement plan business.

ProNvest has launched a new product that helps advisors build new private wealth client relationships from their retirement plan business. ProNvest is a high-touch, high-engagement managed account provider. We help advisors secure more retirement plan business, increase plan retention and identify participant assets that are held outside of their 401(k) plan.  

Not All Managed Accounts Are Created Equally

As a non-competitive, independent RIA, we deliver custom investment management, retirement planning, education, and co-fiduciary services. In addition, we help increase your assets under management by uncovering new wealth client opportunities from your retirement plans with our new advisor portal. As your full-service partner, we'll do the heavy lifting, from onboarding to ongoing administration of plan participants. 

1 in 3

Participants identify outside assets


Average balance of outside assets


More outside assets than in the plan

Ready to learn more?

Contact Giulia Rossi, Vice President of Business Development, for a demo of ProNvest's Advisor Portal.